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Old 04-15-2008, 01:15 AM
Mark Bole
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Default Re: Keeping track of it all

Shhhh wrote:
- quote -

> Hello all,
> I've been a trader for quite some time now. My question is what
> software or platform do you use to keep track of your trades, for P&L,
> % return, annualized returns, etc, etc.


This post -- and another from a short while ago, "Gainskeeper or other
sales tracking programs" -- piqued my interest, plus I hate to see a
post go reply-less....

So, although I am an infrequent trader, I have been impressed by
BasisPro (from the Gainskeeper people) for income tax reporting
purposes, it helps a lot in certain straight-forward cases.

I have not used any such product as the OP refers to nor do I have
near-term plans to do so, but if I was going to, Gainskeeper is the
first product I would research, FWIW.

-Mark Bole

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Old 04-14-2008, 09:02 AM
Shhhh
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Default Keeping track of it all

Hello all,

I've been a trader for quite some time now. My question is what
software or platform do you use to keep track of your trades, for P&L,
% return, annualized returns, etc, etc.

I used to use Microsoft Money and it did the job fairly well when I
was simply trading stocks... however now that I trade a good deal of
options and futures and forex, it is no longer a viable option. Does
anyone have any suggestions? Personal experience or otherwise? If
anyone simply uses their own personal excel setup i would be
interested in hearing how that gets set up also!

Any and all opinions greatly appreciated!

Thank you all!!

------ Misc.invest.financial-plan is a moderated newsgroup where Moderators strive
to keep the conversations on-topic for financial planning. Other posting
guidelines include a request for brevity and another for trimming posts to
which we respond. For all of the other tips and suggestions, see "FROM THE
MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the
Newsgroup.

 

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